Investment Objective
The Milford KiwiSaver Conservative Fund’s objective is to provide moderate returns* and protect capital over the minimum recommended investment timeframe.
Investment Strategy
It is a diversified fund that primarily invests in fixed interest securities, with a moderate allocation to equities. While conservative in nature, the Fund may experience short term negative returns, particularly in times of heightened volatility.
*After the base fund fee but before tax and before the performance fee (if applicable).
